CIBC Private Wealth Group’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

CIBC Private Wealth Group’s Portfolio VONV Stock Details VONV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$13.1M	Buy	142,348 +141,281	+13,241%	+$12.8M	0.02%	317
2025 Q3	$95.4K	Buy	1,067 +738	+224%	+$64.5K	﹤0.01%	1515
2025 Q2	$28K	Hold	329	–	–	﹤0.01%	1894
2025 Q1	$24.1K	Hold	329	–	–	﹤0.01%	1923
2024 Q4	$26.9K	Hold	329	–	–	﹤0.01%	1937
2024 Q3	$27.4K	Hold	329	–	–	﹤0.01%	2019
2024 Q2	$25.1K	Buy	+329	New	+$25.3K	﹤0.01%	1951
2022 Q3	–	Sell	-1,025	Closed	-$65K	–	1199
2022 Q2	$65K	Hold	1,025	–	–	﹤0.01%	950
2022 Q1	$75K	Buy	+1,025	New	+$73.8K	﹤0.01%	1012

Other funds holding VONV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIBC Private Wealth Group's VONV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Vanguard Russell 1000 Value ETF (VONV) stake by 13,241% in Q4 2025, buying an estimated $12.8M and bringing the position to 142,348 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #317.

CIBC Private Wealth Group first reported a position in VONV in Q1 2022 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold VONV as of Q4 2025.

CIBC Private Wealth Group held 142,348 shares of Vanguard Russell 1000 Value ETF worth $13.1M as of Q4 2025.
CIBC Private Wealth Group bought 141,281 Vanguard Russell 1000 Value ETF shares in Q4 2025, an estimated $12.8M.
Vanguard Russell 1000 Value ETF made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #317 holding.
CIBC Private Wealth Group first reported a position in Vanguard Russell 1000 Value ETF in Q1 2022 and has held it in 9 quarters since.
537 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.